The one issue that will be facing TNT is the rise of the cloud...

The one issue that will be facing TNT is the rise of the cloud services and the security migrating from on prem to cloud as well. They have a great model for on prem but I would love to know how they are going with a cloud strategy. They need to focus on managing third party firewall environments. Their SOC is under utilised if it is purely for their solution. My belief is that they are focusing way too much on connectivity which is a race to the bottom of the barrel.

Personally I find it hard to get excited on share price with  ~$7K of share trading. Make it $7M and I can get excited.